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Novartis

1,140 hedge funds and large institutions have $16.9B invested in Novartis in 2022 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 348 increasing their positions, 446 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
19.28%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
89
Increased
348
Reduced
446
Closed
75
Calls
$322M
Puts
$215M
Net Calls
+$107M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
401
Court Place Advisors
Maryland
$1.22M -$26.7K -316 -2%
PFS
402
Physicians Financial Services
North Carolina
$1.2M -$2.11K -25 -0.2%
AIA
403
AIMZ Investment Advisors
California
$1.2M
BCP
404
Berkeley Capital Partners
Georgia
$1.19M +$129K +1,530 +12%
BEAM
405
Baker Ellis Asset Management
Washington
$1.18M +$2.2K +26 +0.2%
VFA
406
Voya Financial Advisors
Connecticut
$1.17M +$153K +1,803 +15%
CNFG
407
Creegan & Nassoura Financial Group
New Hampshire
$1.17M -$74K -875 -6%
WOC
408
West Oak Capital
California
$1.17M -$27.6K -327 -2%
ACS
409
Archford Capital Strategies
Illinois
$1.16M +$1.16M +13,768 New
KIC
410
Kensington Investment Counsel
California
$1.15M -$19.9K -235 -2%
CG
411
Caprock Group
Idaho
$1.15M +$148K +1,746 +15%
WG
412
Welch Group
Alabama
$1.15M -$117K -1,384 -9%
JIC
413
Johnson Investment Counsel
Ohio
$1.14M +$16.2K +192 +1%
TSS
414
Two Sigma Securities
New York
$1.14M +$1.14M +13,440 New
CA
415
Cambridge Advisors
Nebraska
$1.12M -$84.5K -1,000 -7%
SWP
416
Stratos Wealth Partners
Ohio
$1.12M +$129K +1,523 +13%
AWM
417
Aevitas Wealth Management
Massachusetts
$1.12M -$8.88K -105 -0.8%
DCM
418
DGS Capital Management
New Jersey
$1.12M +$94.5K +1,117 +9%
WEG
419
World Equity Group
Illinois
$1.11M +$94.3K +1,116 +9%
TD Asset Management
420
TD Asset Management
Ontario, Canada
$1.11M +$2.03K +24 +0.2%
UB
421
UMB Bank
Missouri
$1.08M -$80K -946 -7%
MTC
422
McDaniel Terry & Co
Texas
$1.08M -$496K -5,861 -31%
TCA
423
Transcend Capital Advisors
New Jersey
$1.08M -$79.6K -942 -7%
WJWM
424
Williams Jones Wealth Management
New York
$1.08M +$318K +3,763 +42%
LC
425
LCNB Corp
Ohio
$1.08M -$41.7K -494 -4%